Upcoming Events
Mother's Day Special Offer
We're officially designating every day in May, Mother’s Day! Don’t you think moms deserve it? If you are a mom, you know you deserve it. Moms are super busy, preoccupied with work or kids or both! You almost never have time for yourself, so...We're Here To Do Something About It!
One of the best ways for a mom to show you LOVE your family is to have all of your financial ducks in a row and make sure your kids are taken care of by people you LOVE … no matter what! If you are one of the first 10 moms to schedule your Family Wealth Planning Session now, I will give you a gift certificate for a mani/pedi AND a copy of the hot new book, Wear Clean Underwear: A Fast, Fun, Friendly-And Essential Guide To Legal Planning For Busy Parents when you come in to meet with me. In addition to the mani/pedi and the free book, I will waive the regular $750 Planning Session fee for any mom who makes an appointment this month for a “Family Wealth Planning Session™.” My Mother’s Day Gift Has a Value of $795 but Is Worth MUCH More to Your Family. Call us at (559) 684-9700 or Schedule Online.
WELCOME!
I want to congratulate you for making it here and taking the first step toward planning for everyone and everything you love. I cherish the opportunity to help secure what you love.
I look forward to learning your story, hearing what matters to you, and helping you to discover what's actually needed to keep your loved one's out of court and out of conflict when something happens to you (or them).
In one sentence, we help families and businesses avoid collapse after the death or disability of a loved one or business partner.
To find out more about how you can start on this important planning, you are invited to one of our upcoming events (check out the schedule below).
Or schedule a 15-minute free consultation, and speak with us personally about your family or your business.
If you are ready to jump right in and get going, you can schedule right online by clicking here.
You will see a few options when you click to schedule online. For a consultation focused on your family, schedule your Family Wealth Planning Session. For a consultation focused on your business, schedule your LIFT Your Life And Business Planning Session.
Undecided?
That is totally fine. It is normal to feel a little uneasy about estate planning and business planning.
Many of our happiest clients started just where you are right now. But when they read the best selling book on estate planning for families, Wear Clean Underwear (I know, it's a funny name, right?), they felt more at ease, educated and informed about this important planning than they ever had before.
And they love the peace of mind that comes with knowing everything is set up the right way for themselves, their future, their loved ones, and their business.
I would love to send you a copy of Wear Clean Underwear: A Fast, Fun, Friendly – and Essential – Guide to Legal Planning for Busy Families for FREE as my gift to you for considering working with me.
Simply click here to request your free copy and it will immediately arrive in your inbox.
It's called "Wear Clean Underwear" because your mom always told you to wear clean underwear in case you were in an accident. But once you are a parent, there are important legal planning steps you need to take as well. By the way, the book gets 4.4 stars on Amazon.
